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Raoul Pal
RaoulGMI
A few things to make you think...If bitcoin is the digital pristine collateral, the size of global gov bond market is $123trn. Pretty amazing opportunity for bitcoin. The size of
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So, if the hypothesis that key driver of asset prices is the devaluation of fiat currency it pays to look at assets against G4 Central bank balance sheets as the
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I've love to get some Friday evening Fintwit thinking going so I want to pick your collective brains...I'm mulling over The Death of Macro. Let me explain.. My view (right
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Bitcoin is eating the world...It has become a supermassive black hole that is sucking in everything around it and destroying it. This narrative is only going to grow over the
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Bitcoin (Yes, again!) - here is the nice comparison to 2016/7.Firstly, in log scale.. Then in price terms... Here is the wedge breakout that I labelled as the worlds best
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Important Thread:If you don't think Central Bank Digital Currencies are coming, you are missing the big and important picture. This is going to be the biggest overhaul of the global
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The Election Risk - Blue Wave or Red Wave - the markets are going into this all one one side of the boat and that to me suggests that after
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It's Friday night on FinTwit, so it's booze night...It's been a while since my rum thread. Time to talk wine! Stories of bond villains, globalization and the world's most underpriced
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Is the dollar bull market now over?I'm not yet convinced but my final dollar spike view is clearly under immense pressure. I've essentially been long since 2013 but now the
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Take your politics out of COVID 19 and instead think of cases>hospitalizations>beds>ICU>Deaths. It's essentially the exact same metrics as a sales or marketing funnel.Total traffic is the largest driver and
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